Nuveen’s SoFi Technologies SOFI Stock Holding History

Nuveen’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.5M	Sell	3,433,589 -382,174	-10%	-$8.06M	0.01%	606
2025 Q4	$99.9M	Sell	3,815,763 -190,715	-5%	-$5.31M	0.03%	402
2025 Q3	$106M	Buy	4,006,478 +161,977	+4%	+$3.84M	0.03%	396
2025 Q2	$70M	Sell	3,844,501 -249,722	-6%	-$3.29M	0.02%	496
2025 Q1	$47.6M	Buy	4,094,223 +9,352	+0.2%	+$135K	0.01%	641
2024 Q4	$62.9M	Sell	4,084,871 -56,803	-1%	-$738K	0.02%	557
2024 Q3	$32.6M	Buy	4,141,674 +1,598,842	+63%	+$11.6M	0.01%	884
2024 Q2	$16.8M	Buy	2,542,832 +62,288	+3%	+$439K	﹤0.01%	1246
2024 Q1	$18.1M	Buy	2,480,544 +90,323	+4%	+$717K	0.01%	1238
2023 Q4	$23.8M	Sell	2,390,221 -8,119	-0.3%	-$64.5K	0.01%	1043
2023 Q3	$19.2M	Buy	2,398,340 +8,027	+0.3%	+$70.6K	0.01%	1059
2023 Q2	$19.9M	Sell	2,390,313 -761,519	-24%	-$4.96M	0.01%	1064
2023 Q1	$19.1M	Buy	3,151,832 +123,957	+4%	+$752K	0.01%	1078
2022 Q4	$14M	Sell	3,027,875 -48,747	-2%	-$242K	0.01%	1276
2022 Q3	$50.4M	Buy	3,076,622 +1,570,690	+104%	+$9.94M	0.02%	527
2022 Q2	$24.7M	Buy	+1,505,932	New	+$10.2M	0.01%	901

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return